At a Glance
- Tasks: Manage financial administration for life, pensions, and investments with a focus on client servicing.
- Company: Join Radiant, a supportive and positive culture in financial services.
- Benefits: Enjoy an early finish every Friday, generous holiday, and health benefits.
- Other info: Flexible hybrid working and opportunities for career progression.
- Why this job: Kickstart your career in finance with structured training and real impact.
- Qualifications: Must have IFA experience and excellent communication skills.
Location: Market Harborough or Birmingham (Hybrid)
Employment Type: Full-Time (with an early Friday finish)
Salary: Up to £30,000 depending on experience
We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.
You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training.
Why Join Radiant?
- Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working
- Generous time off: 28 days holiday + bank holidays + your birthday off
- Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions
- Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts
- Career development & progression: Access to the Radiant Academy for structured training.
- Team culture: Join a collaborative, approachable group of professionals who value both excellence and support
What You'll Be Doing
- Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
- Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
- New Business Submission: use client database to track new business and current position, updating planner accordingly.
What You'll Bring
- Knowledge: Must have excellent understanding of the financial planning process.
- Experience: Proven experience in an IFA Financial Services Administration Role
- Skills / Personal Attributes: Proficient IT skills, basic spreadsheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential.
If you're ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we'd love to hear from you.
Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Financial Services Administrator employer: Radiant Financial
At Radiant, we pride ourselves on fostering a supportive and positive work culture that empowers our employees to thrive. With flexible hybrid working options, an early finish every Friday, and generous benefits including 28 days holiday and comprehensive health support, we ensure our team members feel valued and secure. Join us in Market Harborough or Birmingham, where you'll have access to structured career development through the Radiant Academy, allowing you to grow your skills and advance within a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. At Radiant, they value support and collaboration, so think about how you can demonstrate these qualities during your chat with them.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client servicing and compliance. Show off your knowledge of the financial planning process and how you've successfully managed similar tasks in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining the team at Radiant.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience in life, pensions, and investments, and don’t forget to showcase your excellent communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Client Servicing team. Mention your understanding of the financial planning process and how you can contribute to our positive culture.
Showcase Your Skills:We want to see your proficiency in IT and organisational skills. Include examples of how you've used these in previous roles, especially in an IFA Financial Services Administration context. It’ll help us see how you can hit the ground running!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Radiant Financial
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial planning process. Be ready to discuss life, pensions, and investments in detail. This will show that you’re not just familiar with the terms but can also apply them practically.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might even want to prepare a few examples of how you've effectively communicated with clients or colleagues in the past.
✨Get Organised
Demonstrate your planning and organisational skills by preparing a list of questions about the role and the company. This shows you're proactive and genuinely interested in how you can contribute to their team.
✨Be Ready for Compliance Questions
Expect questions around compliance and anti-money laundering checks. Brush up on relevant regulations and be prepared to discuss how you’ve handled compliance documentation in previous roles.
